I Took 20 Peking University Students to Lunch with Warren Buffett (Again). Here’s What Happened. (Pt 1 of 4)

I just had a pretty amazing day with 20 Peking University students in Omaha. We toured some Berkshire Hathaway Companies, attended a Q&A with Warren Buffett and then sat down and had lunch with him. The students are currently on their way back to Beijing – and I think they are pretty stunned. We did […]

Didi vs. Uber Is Increasingly About Mexico and Latam (Video)

I had a fascinating time in Mexico City investigating Didi Chuxing’s first launch of an international operation in ride-sharing. And they are going against one of Uber’s strongholds, a country where they have 7M riders and 250,000 drivers. Didi vs. Uber in Mexico is going to be a fascinating fight. This video is my take […]

5 Questions for Pedro Aidar of AB-Inbev About Beer in China (Video)

Pedro Aidar is the former head of Craft and Specialty Beers for AB-Inbev in Asia Pacific North, including China. He has a tremendous vantage point into the changing beer and alcohol of market of China, in particular into the emergence of craft beers. I sat down with Pedro and asked him my standard five questions […]

Artificial Intelligence Has 3 Big Technology Drivers – Chris Thomas, McKinsey & Co (Video)

This is the fourth in a series of video clips from a lecture by Christopher Thomas, the “go to” artificial intelligence guru at McKinsey & Co for China / Asia. This is from a class taught by myself and Jonathan Woetzel (also McKinsey & Co) at Peking University Guanghua School of Management. Video below and link […]

What AI Can and Can’t Do – Chris Thomas, McKinsey & Co (Video)

This is the third in a series of video clips from a lecture by Christopher Thomas, the “go to” artificial intelligence guru at McKinsey & Co for China / Asia. This is from a class taught by myself and Jonathan Woetzel (also McKinsey & Co) at Peking University Guanghua School of Management. Video below and link […]

Nobody Has Figured Out How to Optimize for Deep Learning – Chris Thomas, McKinsey & Co

Christopher Thomas is one of the artificial intelligence gurus of Asia. He leads McKinsey’s Semiconductor Practice in Asia and is also their global head for digital strategy. And prior to McKinsey, he was the general manager for Intel China. Plus, he’s a really good guy. Jonathan Woetzel (also McKinsey & Co) and I have been fortunate […]

How Alibaba Uses Big Data in Chinese Entertainment – Alex Zhang, ex-Alibaba Pictures.

Alex Zhang was one of the first five employees at Alibaba Pictures (launched in 2015), Now an independent film producer, he sits at the intersection of rapidly rising Chinese entertainment, its changing relationship with Hollywood and its increasing collision with the tech world (Alibaba, Tencent, etc.). Alex visited Peking University in late 2017 and spoke […]

Why Silicon Valley is Afraid of China. An Interview with Zhaopin CEO Evan Guo (Video).

Zhaopin.com CEO Evan Guo has a fascinating view of China’s evolving internet ecosystem. He heads the leading online recruiting business in China (+140M active users). So he is riding the top of a very big wave. But Zhaopin is not part of Baidu, Alibaba, or Tencent. It is living in the spaces between these digital […]

What Everyone Is Getting Wrong About Artificial Intelligence In China. An Interview with Chris Thomas of McKinsey & Co. (Video)

Christopher Thomas is arguably the artificial intelligence guru of Asia. He leads McKinsey’s Semiconductors Practice in Asia and is also their global head for digital strategy. And prior to McKinsey, he was the general manager for Intel China. You will basically not find a smarter person out there on this subject. Plus, he’s a really good […]

What Everyone Is Getting Wrong About Chinese Entertainment. An Interview with Alex Zhang, Ex-Alibaba Pictures. (Video)

Alex Zhang was one of the first five employees at Alibaba Pictures (launched in 2015), He sits at the intersection of rapidly rising Chinese entertainment, its changing relationship with Hollywood and its increasing collision with the tech world (Alibaba, Tencent, etc.). Note: I wrote about how Alibaba is disrupting entertainment here. Alex has recently left Alibaba […]